Is hybrid the future of UK advice? – LIBF webinar

9 September 2021

The London Institute of Banking and Finance (LIBF) is hosting a new webinar – Hybrid Advice – will it become the future for advice in the UK? on 29 September at 13.00.

The webinar, which is free to attend, will discuss the impact of the Covid-19 pandemic on the way advisers advise and work with clients, as well as the acceleration of the use of technology, which has seen an increase in the use of hybrid advice models, bringing together the best of human and digital capabilities.

The big question is, are hybrid advice models the future of providing advice to clients? If so, what will be the benefits, opportunities and challenges that will need to be considered?

Three speakers will talk at the event:  David Ellis, head of Strategic Partnerships, Royal London Group, Nick Hall, head of Advice, Wealth Wizards and Sam Turner, Consultant, Altus.

The webinar will explore what Royal London is undertaking to help advisers adopt hybrid advice models followed by the panel answering some key questions on how and why hybrid advice is likely to become the predominant advice model in the UK in the future.

David Ellis, head of Strategic Partnerships, Royal London Group, has over 25 years’ experience working in senior distribution roles for a range of product providers. These include Aviva, L&G and MetLife. He has been with Royal London for 13 years and during this time has been responsible for leading the company’s relationship with key Nationals, Networks and Service Providers.

This includes managing a specialist team that engages with advice technology providers. Consequently, he has a good view of how these organisation are shaping up to help advisers build new ways of delivering services to customers. David has an Honours Degree from The University of Sheffield and an MBA from Durham University Business School.

Nick Hall, head of Advice, Wealth Wizards, has over 25 years in senior advisory and management roles in financial planning, Nick’s experience spans five major bank and building society advice models.

As an experienced leader in designing and implementing new propositions and platforms, including automated advice solutions, Nick has led teams delivering auto investment advice and was also instrumental in scoping and delivering an automated ISA journey into L&G. Nick has designed and delivered to large audiences, IHT and pension seminars focused on tax savings and increased income, through a market leading proposition with Nationwide Building Society.

In his current role as head of Advice for Wealth Wizards, Nick leads the governance and oversight of financial guidance and advice, under Wealth Wizards Benefits’ own advice permissions and also via the white label solution with our partner wealth firm. Nick is focused on developing advice expertise within the business to ensure Wealth Wizards’ policies and propositions drive engagement, and informed choice for the financial wellbeing of our partners and their clients.

Nick is a Chartered Fellow of The London Institute of Banking 7 Finance and Investment Expert with IMC.

Sam Turner, Consultant, Altus, has worked in the financial services sector for over 15 years with a background in advice, retail investment platforms and life and pensions. Sam is responsible for maintaining Altus’ view of the fintech market and is particularly passionate about the role of technology in enriching the financial advice process as well as making financial advice and guidance more accessible in the UK.

More details and registration here.

Professional Paraplanner